The process of domestic substitution of semiconductors has accelerated, and the semiconductor and component sectors have recovered rapidly
release time：
2022-08-09 15:57
source：
Guosheng Securities Research Report pointed out that the supply of semiconductor materials is limited, and the process of domestic substitution is accelerated. In 2021, the global semiconductor material market will reach a new high of US$64.3 billion, and the demand in mainland China will account for 18.6%. Trade frictions and natural disasters have led to limited supply of semiconductor raw materials, resulting in the possibility of supply cuts for products with high market share from foreign manufacturers such as photoresist, CMP materials, and electronic specialty gases, which further promotes the demand for domestic materials and the progress of domestic substitution. With the advancement of technology and technology and the gradual improvement of China's electronic industry chain, various manufacturers that have entered mass production and supply have begun to emerge in the field of materials. The delivery time of advanced parts and components of semiconductor equipment has been extended by more than two times, and the replacement has been accelerated. According to South Korea's etnews report, the contradiction between the surge in demand for semiconductor equipment and the insufficient expansion of upstream components has formed a bottleneck. The lead time for advanced components of semiconductor equipment has been extended from the usual 2-3 months to more than 6 months. The delivery time of advanced components produced in the United States, Japan and Germany is particularly serious, mainly because component manufacturers usually have heavy assets, and the expansion speed is slower than that of semiconductor equipment manufacturers. The supply of semiconductor equipment parts is in short supply, and the market space exceeds 20 billion US dollars. The market share of the top ten key subsystem suppliers in the world has remained at about 50% since 2010. The process of domestic substitution has accelerated and continued to make breakthroughs.
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2022-07-08
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